Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 12 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 30 |
BlackRock Inc. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
GEODE CAPITAL MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
BANK OF AMERICA CORP /DE/ | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
MORGAN STANLEY | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
MILLENNIUM MANAGEMENT LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
NORTHERN TRUST CORP | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
VANGUARD GROUP INC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
NEW YORK STATE COMMON RETIREMENT FUND | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Granahan Investment Management | 23 | 23 | 0.26% | 0.65% | 1.18% | Q1 2018 | Q3 2023 | 23 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Gs Investments, Inc. | 22 | 22 | 0.02% | 0.50% | 1.49% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Bank of New York Mellon Corp | 20 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 21 |
Impax Asset Management Group plc | 21 | 21 | 0.10% | 0.18% | 0.32% | Q3 2018 | Q3 2023 | 21 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 21 | 21 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2023 | 21 |
FIRST TRUST ADVISORS LP | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
DIMENSIONAL FUND ADVISORS LP | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
UBS Group AG | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Renaissance Technologies | 11 | 9 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 20 |
ROYAL BANK OF CANADA | 16 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 20 |
Tower Research Capital LLC (TRC) | 8 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 20 |
WESBANCO BANK INC | 10 | 4 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 20 |
GOLDMAN SACHS GROUP INC | 14 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 19 |
AMERIPRISE FINANCIAL INC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
SEI INVESTMENTS CO | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Swiss National Bank | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
STATE STREET CORP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
JPMORGAN CHASE & CO | 15 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 18 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 15 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
BNP PARIBAS FINANCIAL MARKETS | 13 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
MARSHALL WACE, LLP | 15 | 2 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q2 2023 | 17 |
GREENWOOD CAPITAL ASSOCIATES LLC | 17 | 17 | 0.09% | 0.14% | 0.24% | Q3 2019 | Q3 2023 | 17 |
RBF Capital, LLC | 17 | 17 | 0.13% | 0.31% | 0.46% | Q3 2019 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q4 2022 | 16 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 12 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 16 |
BARCLAYS PLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 16 |
Steamboat Capital Partners, LLC | 16 | 16 | 1.33% | 5.04% | 12.07% | Q4 2019 | Q3 2023 | 16 |
CITIGROUP INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Invesco Ltd. | 10 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
DEUTSCHE BANK AG\ | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 15 |
ARGENT CAPITAL MANAGEMENT LLC | 15 | 15 | 0.02% | 0.07% | 0.12% | Q1 2020 | Q3 2023 | 15 |
PERRITT CAPITAL MANAGEMENT INC | 15 | 15 | 0.04% | 0.15% | 0.22% | Q2 2019 | Q4 2022 | 15 |
PRINCIPAL FINANCIAL GROUP INC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 15 |
Brandywine Global Investment Management, LLC | 15 | 15 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 15 |
VICTORY CAPITAL MANAGEMENT INC | 11 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 15 |
Squarepoint Ops LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2023 | 15 |
Van Berkom & Associates Inc. | 15 | 15 | 0.03% | 0.90% | 1.97% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
AQR Capital Management | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Capital World Investors | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Marshall Wace North America L.P. | 12 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2021 | 14 |
LSV ASSET MANAGEMENT | 14 | 14 | 0.00% | 0.03% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Cubist Systematic Strategies, LLC | 10 | 4 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 14 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
ArrowMark Colorado Holdings LLC | 13 | 13 | 0.01% | 0.14% | 0.19% | Q3 2019 | Q3 2022 | 13 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 13 |
MACQUARIE GROUP LTD | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
GLOBEFLEX CAPITAL L P | 13 | 13 | 0.02% | 0.38% | 0.75% | Q1 2019 | Q1 2022 | 13 |
LORD, ABBETT & CO. LLC | 13 | 13 | 0.01% | 0.04% | 0.05% | Q4 2018 | Q4 2021 | 13 |
HM PAYSON & CO | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
American Portfolios Advisors | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
CREDIT SUISSE AG/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Legal & General Group Plc | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Nuveen Asset Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
PNC FINANCIAL SERVICES GROUP, INC. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 12 |
Russell Investments Group, Ltd. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
ACADIAN ASSET MANAGEMENT LLC | 7 | 2 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 12 |
JB CAPITAL PARTNERS LP | 11 | 11 | 1.79% | 1.99% | 2.28% | Q1 2021 | Q3 2023 | 11 |
APG Asset Management N.V. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 11 |
GSA CAPITAL PARTNERS LLP | 5 | 1 | 0.02% | 0.06% | 0.11% | Q1 2019 | Q3 2023 | 10 |
SMH CAPITAL ADVISORS INC | 10 | 10 | 0.32% | 0.55% | 1.56% | Q2 2021 | Q3 2023 | 10 |
IFP Advisors, Inc | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 10 |
Kendall Capital Management | 10 | 10 | 0.18% | 0.97% | 1.41% | Q2 2021 | Q3 2023 | 10 |
ADVISORY RESEARCH INC | 6 | 4 | 0.02% | 0.14% | 0.46% | Q1 2019 | Q3 2023 | 10 |
State of Wyoming | 10 | 10 | 0.00% | 0.05% | 0.11% | Q2 2021 | Q3 2023 | 10 |
TimesSquare Capital Management, LLC | 10 | 10 | 0.10% | 0.43% | 0.55% | Q2 2021 | Q3 2023 | 10 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Plante Moran Financial Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
CORNERCAP INVESTMENT COUNSEL INC | 5 | 1 | 0.08% | 0.12% | 0.17% | Q3 2018 | Q3 2023 | 9 |
Alberta Investment Management Corp | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
FMR LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 5 | 4 | 0.07% | 0.39% | 0.69% | Q2 2021 | Q3 2023 | 9 |
Interval Partners, LP | 7 | 2 | 0.02% | 0.11% | 0.18% | Q1 2018 | Q3 2022 | 9 |
US BANCORP \DE\ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 9 |
TCI Wealth Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 9 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Keeley-Teton Advisors, LLC | 9 | 9 | 0.48% | 0.59% | 0.70% | Q3 2021 | Q3 2023 | 9 |
D. E. Shaw & Co., Inc. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 9 |
EATON VANCE MANAGEMENT | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
AMERICAN CENTURY COMPANIES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
WINTON GROUP Ltd | 7 | 1 | 0.00% | 0.04% | 0.07% | Q3 2019 | Q3 2021 | 8 |
Mariner, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Quantbot Technologies LP | 5 | 3 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 8 |
WEBER ALAN W | 8 | 8 | 0.76% | 1.38% | 2.37% | Q1 2019 | Q4 2020 | 8 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 8 |
BOOTHBAY FUND MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.11% | 0.20% | Q4 2019 | Q3 2021 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
RMB Capital Management, LLC | 8 | 8 | 0.16% | 0.24% | 0.34% | Q1 2018 | Q4 2019 | 8 |
First Horizon Advisors, Inc. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
JANUS HENDERSON GROUP PLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Gator Capital Management, LLC | 8 | 8 | 1.88% | 3.64% | 4.14% | Q4 2021 | Q3 2023 | 8 |
BlueMar Capital Management, LLC | 8 | 8 | 1.01% | 1.51% | 1.90% | Q1 2018 | Q4 2019 | 8 |
ALLIANCEBERNSTEIN L.P. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
North Reef Capital Management LP | 8 | 8 | 0.26% | 0.52% | 1.34% | Q4 2021 | Q3 2023 | 8 |
Crestview Partners II GP, L.P. | 8 | 8 | 86.63% | 89.97% | 91.85% | Q4 2021 | Q3 2023 | 8 |
Schonfeld Strategic Advisors LLC | 4 | 3 | 0.02% | 0.05% | 0.09% | Q1 2018 | Q4 2022 | 7 |
WOLVERINE ASSET MANAGEMENT LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q2 2020 | 7 |
ENVESTNET ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 7 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2020 | 7 |
APOGEM CAPITAL LLC | 7 | 7 | 0.64% | 0.84% | 1.33% | Q4 2020 | Q2 2022 | 7 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q2 2023 | 7 |
DARK FOREST CAPITAL MANAGEMENT LP | 7 | 7 | 0.07% | 0.16% | 0.32% | Q1 2022 | Q3 2023 | 7 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.01% | 0.02% | 0.06% | Q3 2019 | Q2 2023 | 7 |
Engineers Gate Manager LP | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 7 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 7 | 7 | 0.07% | 0.10% | 0.14% | Q1 2022 | Q3 2023 | 7 |
MALTESE CAPITAL MANAGEMENT LLC | 7 | 7 | 0.43% | 1.03% | 1.64% | Q1 2019 | Q3 2020 | 7 |
SAWGRASS ASSET MANAGEMENT LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2021 | 7 |
LAZARD ASSET MANAGEMENT LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 7 |
LPL Financial LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
ROTHSCHILD INVESTMENT LLC /IL | 3 | 3 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q4 2021 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Verition Fund Management LLC | 5 | 1 | 0.00% | 0.03% | 0.10% | Q1 2019 | Q3 2022 | 6 |
METROPOLITAN LIFE INSURANCE CO/NY | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Advisors Asset Management, Inc. | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
MetLife Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 6 | 6 | 0.09% | 0.16% | 0.22% | Q4 2021 | Q1 2023 | 6 |
LaSalle Street Capital Management, LLC | 6 | 6 | 0.36% | 0.51% | 0.67% | Q2 2018 | Q3 2019 | 6 |
Vestcor Inc | 4 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 6 |
BAHL & GAYNOR INC | 6 | 6 | 0.05% | 0.09% | 0.17% | Q2 2022 | Q3 2023 | 6 |
VOYA INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 6 |
ALPS ADVISORS INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 6 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2021 | 6 |
Amitell Capital Pte Ltd | 6 | 6 | 0.23% | 3.28% | 4.52% | Q4 2020 | Q1 2022 | 6 |
AMALGAMATED BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ALGERT GLOBAL LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
State of Tennessee, Treasury Department | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 6 |
RHUMBLINE ADVISERS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 5 | 1 | 0.00% | 0.02% | 0.06% | Q1 2022 | Q3 2023 | 6 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4 | 2 | 0.05% | 0.11% | 0.18% | Q1 2022 | Q3 2023 | 6 |
Full18 Capital LLC | 6 | 6 | 0.15% | 0.55% | 1.42% | Q4 2020 | Q1 2022 | 6 |
Legacy Wealth Asset Management, LLC | 6 | 6 | 0.11% | 0.13% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Allianz Asset Management GmbH | 3 | 3 | 0.00% | 0.01% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Ameritas Investment Partners, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Azora Capital LP | 4 | 2 | 0.19% | 1.58% | 3.14% | Q4 2018 | Q1 2021 | 6 |
PANAGORA ASSET MANAGEMENT INC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 6 |
Grantham, Mayo, Van Otterloo & Co. LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
OXFORD ASSET MANAGEMENT LLP | 6 | 6 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q4 2019 | 6 |
AMERICAN INTERNATIONAL GROUP, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Gillson Capital LP | 5 | 5 | 0.05% | 0.41% | 0.94% | Q4 2021 | Q4 2022 | 5 |
Sowell Financial Services LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2021 | 5 |
Empowered Funds, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
STRS OHIO | 5 | 5 | 0.00% | 0.06% | 0.15% | Q2 2022 | Q2 2023 | 5 |
Blue Trust, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MOODY NATIONAL BANK TRUST DIVISION | 5 | 5 | 0.06% | 0.07% | 0.09% | Q3 2022 | Q3 2023 | 5 |
EAM Investors, LLC | 5 | 5 | 0.16% | 0.32% | 0.40% | Q1 2019 | Q1 2020 | 5 |
BAILARD, INC. | 4 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q2 2022 | 5 |
WELLINGTON MANAGEMENT GROUP LLP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 5 |
RAYMOND JAMES & ASSOCIATES | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Lingohr Asset Management GmbH | 5 | 5 | 0.46% | 0.72% | 0.92% | Q4 2018 | Q4 2019 | 5 |
Covestor Ltd | 5 | 5 | 0.00% | 0.02% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Jump Financial, LLC | 3 | 2 | 0.02% | 0.04% | 0.07% | Q3 2021 | Q1 2023 | 5 |
ZPR Investment Management | 5 | 5 | 0.18% | 0.41% | 0.56% | Q3 2018 | Q3 2019 | 5 |
Alpha Paradigm Partners, LLC | 3 | 2 | 0.10% | 0.29% | 0.44% | Q1 2021 | Q2 2022 | 5 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 5 |
Qube Research & Technologies Ltd | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
SIGNATUREFD, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SG Americas Securities, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
TRUIST FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Lindbrook Capital, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 5 |
Aquatic Capital Management LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q2 2023 | 5 |
Miracle Mile Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 4 |
Cutler Group LLC / CA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Quantitative Systematic Strategies LLC | 2 | 2 | 0.03% | 0.06% | 0.09% | Q1 2018 | Q2 2021 | 4 |
Man Group plc | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 4 |
ClariVest Asset Management LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
SIMPLEX TRADING, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 4 |
Windmill Hill Asset Management Ltd | 4 | 4 | 0.19% | 0.39% | 0.60% | Q4 2022 | Q3 2023 | 4 |
BAMCO INC /NY/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Castellan Group | 2 | 2 | 0.85% | 1.20% | 1.92% | Q2 2021 | Q2 2022 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
IndexIQ Advisors LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
NISA INVESTMENT ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BLAIR WILLIAM & CO/IL | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 4 |
Islet Management, LP | 2 | 2 | 0.07% | 0.65% | 1.28% | Q1 2020 | Q1 2022 | 4 |
PA Capital LLC | 4 | 4 | 1.14% | 1.42% | 1.67% | Q4 2019 | Q3 2020 | 4 |
REVERENCE CAPITAL PARTNERS, L.P. | 4 | 4 | 51.52% | 57.72% | 62.10% | Q4 2022 | Q3 2023 | 4 |
KENNEDY CAPITAL MANAGEMENT LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q2 2020 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Parallel Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 4 |
Osmium Partners, LLC | 3 | 3 | 1.44% | 4.20% | 6.68% | Q4 2020 | Q2 2021 | 4 |
Diversified Trust Co | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q4 2023 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.10% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 4 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.04% | 0.08% | 0.19% | Q1 2022 | Q2 2023 | 4 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 4 |
MARTINGALE ASSET MANAGEMENT L P | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Qtron Investments LLC | 3 | 3 | 0.14% | 0.22% | 0.29% | Q1 2019 | Q3 2019 | 3 |
HSBC HOLDINGS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 3 |
AVIVA PLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Algebris (UK) Ltd | 2 | 1 | 0.50% | 0.68% | 0.84% | Q4 2018 | Q4 2019 | 3 |
Advisor Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Alyeska Investment Group, L.P. | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2018 | Q3 2018 | 3 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 3 |
Origin Asset Management LLP | 3 | 3 | 0.03% | 0.08% | 0.10% | Q2 2021 | Q4 2021 | 3 |
Epoch Investment Partners, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 3 |
MACKENZIE FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.03% | 0.05% | 0.08% | Q1 2023 | Q3 2023 | 3 |
DekaBank Deutsche Girozentrale | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
IBEX WEALTH ADVISORS | 2 | 1 | 0.11% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 3 |
Matarin Capital Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q4 2019 | 3 |
Petrus Trust Company, LTA | 2 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 3 |
Allspring Global Investments Holdings, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PRUDENTIAL FINANCIAL INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Spark Investment Management LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2019 | 3 |
Creative Planning | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Foundry Partners, LLC | 3 | 3 | 0.29% | 0.33% | 0.38% | Q1 2023 | Q3 2023 | 3 |
Counterpoint Mutual Funds LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Clark Capital Management Group, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
BANK OF MONTREAL /CAN/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 3 |
Global Retirement Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PUTNAM INVESTMENTS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Fisher Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PRIVATE TRUST CO NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
DENALI ADVISORS LLC | 3 | 3 | 0.89% | 1.24% | 1.54% | Q1 2023 | Q3 2023 | 3 |
Quadrature Capital Ltd | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 3 |
Arizona State Retirement System | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
Bard Financial Services, Inc. | 3 | 3 | 0.03% | 0.06% | 0.09% | Q1 2023 | Q3 2023 | 3 |
LMR Partners LLP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 3 |
Versor Investments LP | 2 | 1 | 0.02% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 3 |
CAXTON ASSOCIATES LP | 3 | 3 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q4 2021 | 3 |
Tradition Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MYDA Advisors LLC | 3 | 3 | 0.16% | 0.35% | 0.59% | Q1 2018 | Q3 2018 | 3 |
EAM Global Investors LLC | 3 | 3 | 0.39% | 0.63% | 0.79% | Q1 2019 | Q3 2019 | 3 |
NATIXIS ADVISORS, L.P. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
A.R.T. Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 3 |
CAPTRUST FINANCIAL ADVISORS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Walleye Capital LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 3 |
Empyrean Capital Partners, LP | 2 | 2 | 0.11% | 0.16% | 0.21% | Q1 2018 | Q2 2018 | 2 |
FRANKLIN RESOURCES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HAMILTON LANE ADVISORS LLC | 1 | 1 | 0.62% | 0.71% | 0.80% | Q1 2022 | Q4 2022 | 2 |
Brinker Capital Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Olympiad Research LP | 2 | 2 | 0.20% | 0.21% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Mount Capital Ltd | 2 | 2 | 0.65% | 0.66% | 0.66% | Q1 2022 | Q2 2022 | 2 |
Ellevest, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Skandinaviska Enskilda Banken AB (publ) | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q2 2023 | Q3 2023 | 2 |
HANCOCK WHITNEY CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Caprock Group, LLC | 2 | 2 | 0.17% | 0.19% | 0.21% | Q1 2022 | Q2 2022 | 2 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Price Jennifer C. | 2 | 2 | 0.20% | 0.37% | 0.53% | Q1 2023 | Q2 2023 | 2 |
IMPAX ASSET MANAGEMENT LLC | 2 | 2 | 0.70% | 0.79% | 0.89% | Q1 2018 | Q2 2018 | 2 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q4 2021 | 2 |
Amundi | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
FNY Investment Advisers, LLC | 2 | 2 | 0.01% | 0.08% | 0.14% | Q3 2019 | Q4 2019 | 2 |
AdvisorNet Financial, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Mirae Asset Global Investments Co., Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Janney Montgomery Scott LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Summit Global Investments | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 2 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
KESTREL INVESTMENT MANAGEMENT CORP | 2 | 2 | 2.98% | 3.16% | 3.34% | Q2 2023 | Q3 2023 | 2 |
Engle Capital Management, L.P. | 2 | 2 | 0.92% | 1.07% | 1.21% | Q1 2018 | Q2 2018 | 2 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 2 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Echo Street Capital Management LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q1 2018 | Q2 2018 | 2 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2021 | 2 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
NORGES BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
NORDEA INVESTMENT MANAGEMENT AB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Belpointe Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MENDON CAPITAL ADVISORS CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
Ziegler Capital Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Rainwater Charitable Foundation | 1 | 1 | 1.23% | 1.23% | 1.23% | Q1 2022 | Q1 2022 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.68% | 0.68% | 0.68% | Q1 2020 | Q1 2020 | 1 |
PRICE T ROWE ASSOCIATES INC /MD/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NATIONAL BANK OF CANADA /FI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
XTX Topco Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
EA Series Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2020 | Q1 2020 | 1 |
Cannon Global Investment Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Fiera Capital Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Beacon Harbor Wealth Advisors, Inc. | 1 | 1 | 1.52% | 1.52% | 1.52% | Q2 2021 | Q2 2021 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Jasper Ridge Partners, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Vident Investment Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Csenge Advisory Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Richard Bernstein Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
STATE OF WISCONSIN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2019 | Q3 2019 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2018 | Q1 2018 | 1 |
RFP Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
HARBOURVEST PARTNERS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Ruane, Cunniff & Goldfarb L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Maven Securities LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Grosvenor Holdings, L.L.C. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Holocene Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Asset Management One Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MQS Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Marshall Financial Group LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2022 | Q4 2022 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own VICTORY CAP HLDGS INC or have owned VICTORY CAP HLDGS INC in the past.